There are two methods of posting ideal usage [Ideal Usage is an estimate of the amount of stock you have used to make the menu items you have sold. This estimate is based on sales information from Terminal and recipe information from Menu Designer, and assumes perfect portion-control, no unrecorded waste, and no theft.]: manual posting and automatic posting.
Manual Posting of Ideal Usage
Manual posting is best used when your Inventory configuration is not fully established. For example, you may have missing units of measure, stock items or conversions. When Posting manually, you are prompted to fix such errors and the Post cannot be completed until the missing elements are entered. The Post Ideal Usage Wizard will help you through this process, as shown below.
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Hint For accuracy, you should post any outstanding Receive or Adjust/Transfer batches prior to posting ideal usage. For example, if you haven't entered and posted your receives for the week, your Usage Variance report will indicate you have less stock than expected. |
To Manually Post Ideal Usage
1.Go to Settings> Inventory> Post Ideal Usage 
> Unposted Usage and click to select the earliest business day listed.
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Note If you have been running Day End without posting your usage files, several files will be listed in the Unposted Usage screen. Post them one by one, starting with the earliest. If you do not have any business days to post (there are no records displayed) the steps required to generate an Ideal Usage File may not have been completed. See Set End of Day Options for Inventory. |
2.Click the Post button. 
3.A confirmation window displays. Click Yes to post the Ideal Usage. If there is new information in your menu to be imported into Inventory, the wizard will display at this point. Click Next and follow the steps in the wizard.
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Note Missing conversions to a usage unit of "each" often indicate missing topic matrixes in your menu. All toppings or other modifiers that can be added to menu items, but are not included in the item's contents in Menu Designer, must have topping matrixes. To add a topping matrix, see Add a Topping Matrix in Menu Designer Help. |
4.If you did not select the Inventory Options for printing Batch Details or Negative Stock reports on posting (see Set General Inventory Options), you are finished posting Ideal Usage. If you did choose to have the reports printed, the Report Options Wizard appears. Complete the wizard to print the reports.
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Hint Keep your menu data synchronized with your inventory data using the Import New Items Wizard. |
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Hint You can set a reminder so that a prompt will display when you start Store Manager if there is unposted Ideal Usage. If you answer "Yes" to the prompt, SpeedLine brings you directly to the Post Ideal Usage screen to manually post the Ideal Usage files. See below to set this prompt. |
To Activate the Unposted Ideal Usage Prompt
1.Go to the Settings> Inventory Settings> Inventory Options 
> General tab.
2.Select Check For Usage On Startup.
Automatic Posting of Ideal Usage
Automatic posting is more convenient than manual posting, but is recommended only if there have been no missing items, missing UOMs, or other errors for at least a month. Automatic posting is activated by selecting the Post Usage setting on the End of Day options Inventory tab. Once automatic posting is activated, the following things happen:
•No reports print at posting time, even if selected.
•Store Manager needs to be closed when processing the Day End in Terminal.
•The only error that will stop an automatic posting is a Period error.
•Posting Errors must be fixed manually, or they will continue to appear.
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Note Fix Posting Errors as quickly as possible to maintain an accurate inventory. See View Ideal Usage Errors for how to see the errors. |
See also:
•Interpret the Usage Variance Report
•Create an Interim Ideal Usage Report (up-to-the-minute accounting of the ideal usage of stock for the current day)
•Add a Topping Matrix (Menu Designer Help)
